Unclaimed Profile

Michelle Rene Ransom

EVERGREEN ASSET MANAGEMENT, LLC·GIG HARBOR, Washington

Series 65Clean record21 years registeredEVERGREEN ASSET MANAGEMENT, LLC

3226 ROSEDALE ST NW STE 201, GIG HARBOR, WA 98335-1806CRD# 4895040Firm CRD# 133383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Rene Ransom · GIG HARBOR, WA

Registration

CRD #4895040 · EVERGREEN ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERGREEN ASSET MANAGEMENT, LLC

NORTHWEST ASSET MANAGEMENT

Oct 2016 – Apr 2018

Gig Harbor, WA

SAGE FINANCIAL ADVICE, LLC

Mar 2016 – Dec 2016

PORT ORCHARD, WA

COLUMBIA RIVER ADVISORS

Jan 2016 – Feb 2016

Gig Harbor, WA

EVERGREEN ASSET MANAGEMENT, LLC

Apr 2005 – Feb 2016

GIG HARBOR, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN ASSET MANAGEMENT, LLC

CRD 133383 · SEC 801-63734

AUM

$222M

Regulatory assets under management

Employees

477 client accounts

Services offered by EVERGREEN ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVERGREEN ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Rene Ransom offer?

Michelle Rene Ransom specializes in Financial Planning, Investment Management.

What are Michelle Rene Ransom's credentials?

Michelle Rene Ransom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Rene Ransom located?

Michelle Rene Ransom is based in GIG HARBOR, Washington, last registered with EVERGREEN ASSET MANAGEMENT, LLC.

How does Michelle Rene Ransom charge for services?

Michelle Rene Ransom's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN ASSET MANAGEMENT, LLC?

EVERGREEN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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